As Jpmorgan Chase & Co (JPM) Stock Rose, Braun Stacey Associates Lowered Its Position by $1.24 Million; As Liveperson (LPSN) Market Valuation Rose, Holder Castleark Management Has Lowered Stake by $589,006

May 26, 2018 - By Nellie Frank

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Castleark Management Llc decreased its stake in Liveperson Inc (LPSN) by 9.35% based on its latest 2017Q4 regulatory filing with the SEC. Castleark Management Llc sold 53,546 shares as the company’s stock rose 38.16% while stock markets declined. The institutional investor held 519,174 shares of the technology company at the end of 2017Q4, valued at $5.97 million, down from 572,720 at the end of the previous reported quarter. Castleark Management Llc who had been investing in Liveperson Inc for a number of months, seems to be less bullish one the $1.16B market cap company. The stock increased 1.06% or $0.2 during the last trading session, reaching $19.1. About 331,782 shares traded. LivePerson, Inc. (NASDAQ:LPSN) has risen 133.33% since May 26, 2017 and is uptrending. It has outperformed by 121.78% the S&P500.

Braun Stacey Associates Inc decreased its stake in Jpmorgan Chase & Co (JPM) by 4.36% based on its latest 2017Q4 regulatory filing with the SEC. Braun Stacey Associates Inc sold 11,665 shares as the company’s stock rose 0.67% while stock markets declined. The institutional investor held 255,821 shares of the major banks company at the end of 2017Q4, valued at $27.36 million, down from 267,486 at the end of the previous reported quarter. Braun Stacey Associates Inc who had been investing in Jpmorgan Chase & Co for a number of months, seems to be less bullish one the $376.72B market cap company. The stock decreased 0.51% or $0.57 during the last trading session, reaching $110.66. About 8.28M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 23.99% since May 26, 2017 and is uptrending. It has outperformed by 12.44% the S&P500.

Analysts await LivePerson, Inc. (NASDAQ:LPSN) to report earnings on July, 25. They expect $-0.04 earnings per share, down 33.33% or $0.01 from last year’s $-0.03 per share. After $-0.03 actual earnings per share reported by LivePerson, Inc. for the previous quarter, Wall Street now forecasts 33.33% negative EPS growth.

More notable recent LivePerson, Inc. (NASDAQ:LPSN) news were published by: Nasdaq.com which released: “Why Shares of LivePerson Surged Today” on May 04, 2018, also Nasdaq.com with their article: “Investor Expectations to Drive Momentum within Quaker Chemical, Ocular Therapeutix, Viad, Ingredion, LivePerson …” published on May 03, 2018, Seekingalpha.com published: “LivePerson’s (LPSN) CEO Rob LoCascio on Q1 2018 Results – Earnings Call Transcript” on May 04, 2018. More interesting news about LivePerson, Inc. (NASDAQ:LPSN) were released by: Seekingalpha.com and their article: “LivePerson, Inc. 2018 Q1 – Results – Earnings Call Slides” published on May 04, 2018 as well as Nasdaq.com‘s news article titled: “LivePerson Parties Like It’s 2015” with publication date: May 04, 2018.

Investors sentiment decreased to 1.29 in Q4 2017. Its down 0.71, from 2 in 2017Q3. It dived, as 21 investors sold LPSN shares while 35 reduced holdings. 23 funds opened positions while 49 raised stakes. 43.73 million shares or 4.28% more from 41.93 million shares in 2017Q3 were reported. 161,160 are owned by Millrace Asset Gp Inc. Amp Cap has invested 0% of its portfolio in LivePerson, Inc. (NASDAQ:LPSN). 8,358 are held by Parallax Volatility Advisers L P. Gsa Ptnrs Llp holds 0.06% or 91,904 shares in its portfolio. Parametric Associates Ltd Company has invested 0% of its portfolio in LivePerson, Inc. (NASDAQ:LPSN). State Common Retirement Fund invested in 181,174 shares. Balyasny Asset Limited Liability Corp has invested 0% in LivePerson, Inc. (NASDAQ:LPSN). Sector Pension Inv Board owns 33,888 shares. D E Shaw holds 0.01% or 444,304 shares in its portfolio. Connors Investor Svcs invested in 221,007 shares. 81,356 were accumulated by Century Cos. Van Eck Associate Corporation stated it has 0% of its portfolio in LivePerson, Inc. (NASDAQ:LPSN). Prelude Ltd Limited Liability Company holds 0.06% or 67,675 shares in its portfolio. The New York-based Gilder Gagnon Howe And Com Limited Liability Corporation has invested 0.48% in LivePerson, Inc. (NASDAQ:LPSN). Menta Cap Limited Liability Corp reported 0.04% in LivePerson, Inc. (NASDAQ:LPSN).

Since March 7, 2018, it had 0 buys, and 14 insider sales for $5.84 million activity. Another trade for 12,092 shares valued at $185,491 was sold by Murphy Daniel Richard. The insider Carlough Daryl sold 4,754 shares worth $73,963. Another trade for 2,465 shares valued at $37,715 was sold by LOCASCIO ROBERT P. Greenberg Monica L. sold $22,644 worth of stock or 1,480 shares.

Castleark Management Llc, which manages about $3.86B and $3.33 billion US Long portfolio, upped its stake in Cypress Semiconductor Corp (NASDAQ:CY) by 63,685 shares to 942,582 shares, valued at $14.37 million in 2017Q4, according to the filing. It also increased its holding in Guess Inc (NYSE:GES) by 101,195 shares in the quarter, for a total of 815,875 shares, and has risen its stake in Mammoth Energy Svcs Inc.

Among 7 analysts covering LivePerson (NASDAQ:LPSN), 5 have Buy rating, 0 Sell and 2 Hold. Therefore 71% are positive. LivePerson had 18 analyst reports since September 8, 2015 according to SRatingsIntel. Northland Capital maintained the shares of LPSN in report on Friday, June 23 with “Buy” rating. Oppenheimer maintained LivePerson, Inc. (NASDAQ:LPSN) on Wednesday, August 9 with “Hold” rating. FBR Capital maintained the stock with “Buy” rating in Wednesday, February 21 report. The firm has “Buy” rating by Northland Capital given on Friday, September 1. Roth Capital maintained LivePerson, Inc. (NASDAQ:LPSN) rating on Tuesday, October 31. Roth Capital has “Buy” rating and $22.0 target. The stock of LivePerson, Inc. (NASDAQ:LPSN) earned “Hold” rating by Benchmark on Thursday, November 5. The stock has “Buy” rating by Needham on Friday, March 16. Credit Suisse reinitiated LivePerson, Inc. (NASDAQ:LPSN) on Tuesday, September 8 with “Neutral” rating. On Monday, October 30 the stock rating was maintained by Needham with “Buy”. FBR Capital maintained LivePerson, Inc. (NASDAQ:LPSN) on Thursday, March 15 with “Buy” rating.

Among 34 analysts covering JPMorgan Chase & Co (NYSE:JPM), 18 have Buy rating, 2 Sell and 14 Hold. Therefore 53% are positive. JPMorgan Chase & Co had 120 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Outperform” rating by BMO Capital Markets given on Thursday, April 14. The firm has “Outperform” rating by Keefe Bruyette & Woods given on Wednesday, October 14. The stock has “Buy” rating by Jefferies on Friday, September 15. The company was maintained on Monday, July 17 by Credit Suisse. The rating was maintained by Deutsche Bank with “Buy” on Wednesday, August 12. Macquarie Research downgraded the shares of JPM in report on Friday, September 9 to “Neutral” rating. Keefe Bruyette & Woods maintained it with “Hold” rating and $96.0 target in Friday, August 18 report. Morgan Stanley maintained the shares of JPM in report on Monday, April 30 with “Overweight” rating. The firm has “Buy” rating by RBC Capital Markets given on Thursday, October 12. On Wednesday, January 11 the stock rating was reinitiated by UBS with “Buy”.

Investors sentiment decreased to 0.88 in 2017 Q4. Its down 0.03, from 0.91 in 2017Q3. It dropped, as 55 investors sold JPM shares while 802 reduced holdings. 142 funds opened positions while 611 raised stakes. 2.46 billion shares or 1.60% less from 2.50 billion shares in 2017Q3 were reported. Dodge And Cox has invested 2.13% in JPMorgan Chase & Co. (NYSE:JPM). Highland Capital Mgmt has 325,507 shares. Moreover, Birmingham Cap Management Al has 0.81% invested in JPMorgan Chase & Co. (NYSE:JPM). Dt Invest Ptnrs Ltd Llc has invested 0.07% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Alphaone Invest Serv Ltd reported 44,213 shares. Windward Cap Mngmt Com Ca has invested 1.05% in JPMorgan Chase & Co. (NYSE:JPM). Stoneridge Prtn Limited Liability Corp holds 127,319 shares. 69,659 were reported by Boyar Asset Management. Kidder Stephen W reported 3,890 shares or 0.15% of all its holdings. Cue Financial, Arizona-based fund reported 7,188 shares. Eastern Bankshares owns 307,696 shares or 2.21% of their US portfolio. Wealth Enhancement Advisory Svcs reported 24,150 shares or 0.19% of all its holdings. Fjarde Ap holds 1.6% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 989,205 shares. Ls Advsrs Ltd Liability stated it has 0.82% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Lbmc Invest Advsrs Ltd Liability Corporation holds 0.09% or 5,244 shares in its portfolio.

More notable recent JPMorgan Chase & Co. (NYSE:JPM) news were published by: Seekingalpha.com which released: “JPMorgan Going From Strength To Strength” on May 14, 2018, also Investorplace.com with their article: “Wells Fargo & Co Stock Is a Rough Diamond — Go Long” published on May 25, 2018, Seekingalpha.com published: “JPMorgan Chase: A Compelling Upside Case” on May 03, 2018. More interesting news about JPMorgan Chase & Co. (NYSE:JPM) were released by: Seekingalpha.com and their article: “JPMorgan back to business in China” published on May 14, 2018 as well as Seekingalpha.com‘s news article titled: “JPMorgan: Magnificent Morgan” with publication date: April 30, 2018.

Analysts await JPMorgan Chase & Co. (NYSE:JPM) to report earnings on July, 13. They expect $2.26 EPS, up 24.18% or $0.44 from last year’s $1.82 per share. JPM’s profit will be $7.69B for 12.24 P/E if the $2.26 EPS becomes a reality. After $2.37 actual EPS reported by JPMorgan Chase & Co. for the previous quarter, Wall Street now forecasts -4.64% negative EPS growth.

JPMorgan Chase & Co. (NYSE:JPM) Institutional Positions Chart

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